Add an Additional Split Tool

Use the Add an Additional Split tool to add another split to an existing funding segment.

To add an additional split

1

In the Segment tree, select the check box next to the funding segment you want to modify.

2

Click the Add an Additional Split tool. A new split by percentage (or by amount) is added to the funding segment. The type of split is determined by the existing split segments.

3

In the new Fund ID field, use the gadget to select a fund for this split.

4

In the new Percent (or Amount) field, type the percent (amount) split.

5

Adjust other percent values (or amounts) as required.

6

Click Save Your Changes.

To add new splits to an existing funding segment, use the Add a Funding/Distribution Cluster Tool.

When using this tool to create an order map template, it’s possible to leave the funding fields blank so that you can type the actual values when creating the order.

Related topics 

Segments Tab